MDRT Community News

News for MDRT U.S. and Canada

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Speakers to see at MDRT EDGE 2023

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Have your team join us in Orlando to hear from inspirational and visionary leaders whose insight will help grow the business and empower them to increase sales.

Curtis V. Cloke, LUTCF, RICP
Winning attraction to engage retirement clients

Cloke is a professor for The American College of Financial Services, providing expertise as a retirement income expert, trainer and professional keynote speaker. He will explain how to motivate clients to meet with you and how to create an emotional and emphatic connection that moves them to take action on your recommendations.

Bill Cates
Multiply your ideal clients for exponential growth

An expert in client attraction and engagement, Cates has been educating professionals for more than 25 years on how to grow business. Learn more as he provides a wealth of ideas and value about what other top advisors are doing to attract more of the right clients.

Rachel Tobac
How AI has changed the way I hack

A renowned hacker and CEO of SocialProof Security, Tobac helps professionals and companies keep data safe by training and testing them on social engineering risks. She will give you the best advice surrounding cybersecurity practices.

Don’t miss these industry leaders as they reveal powerful knowledge and insight.

Register your team now

Engage – Develop – Grow – Empower

Be sure to reserve rooms at the Hilton Orlando during the registration process to obtain the MDRT group rate!

Registration for the 2023 MDRT EDGE is now open

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2023 MDRT EDGE
Engage – Develop – Grow – Empower

We are thrilled to announce that advance registration is now open for the highly anticipated 2023 MDRT EDGE, November 1–3, in Orlando, Florida, USA.

The 2023 MDRT EDGE will bring together industry leaders, thought-provoking speakers, and cutting-edge insights to provide advisors with invaluable local networking and professional opportunities.

Have those on your team register now to immerse themselves in the business and build a competitive edge for 2024.

Advance Registration Fee:
August 1 – September 4, 2023
USD 995		General Registration Fee:
September 5 – October 4, 2023
USD 1,095
Learn more and register

Be sure to reserve rooms at the Hilton Orlando during the registration process to obtain the MDRT group rate!

What members can expect from the 2023 Annual Meeting

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The 2023 MDRT Annual Meeting has an abundance of opportunities to offer members. Have your advisors join us in Nashville, Tennessee, USA, for the chance to network, learn and grow all week long.

Events to look forward to:

  • The Opening Ceremony is an exclusive event that will captivate you! 
  • The ConneXion Zone offers more than 50 quick-hit presentations and a variety of fun activities to network with fellow members.
  • Focus Sessions are designed to spark new ideas and provide solutions to your challenges.
  • Special Sessions provide exclusive content for first-time attendees as well as Court of the Table, Top of the Table and Global Services members.
  • Main Platform offers inspirational content from outstanding member speakers and industry leaders.

Check out the 2023 MDRT Annual Meeting website to uncover more details about the program and schedule.

General registration pricing of USD 1,095 will end on June 12, 2023. Save now before prices go up on June 13, 2023, to USD 1,195.

Has your team registered yet?

Last chance for 2023 MDRT membership

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Encourage your advisors to renew or become new MDRT members for 2023. Applications must be submitted on or before March 1 to avoid a USD 200 late fee.

Members have the opportunity to learn, grow, make connections, and excel in their careers.

Join now

Do some of your agents need an extra boost to qualify or requalify for MDRT? They can join the MDRT Academy, a professional association and community for advisors striving to achieve MDRT-level production.

Learn more about MDRT Academy

Or, have you or your advisors transitioned into a leadership role? Check out MDRT Global Services, an individual membership association created for field and home office leaders who desire to build an MDRT culture in their teams and enhance their professional and personal growth. Membership is open through April 1, 2023.

Learn more about MDRT Global Services

2023 MDRT membership is open!

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Now through March 1, 2023, remind your advisors to apply to stay connected to their MDRT community and exclusive benefits created to keep them on top. Here are some ways members can make the most of their membership.

Learn

and get ideas from the best in the profession with MDRT articles, videos and podcasts.

Experience

members-only meetings where they can hear from top industry speakers and other members.

Network

with similar members, locally or globally, and expand industry knowledge.

Share with your team to apply online before March 1, 2023, to avoid a USD 200 late fee.

2023-Renewal-banner

Registration is open for the 2022 MDRT EDGE

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Take a deep dive into your business in Orlando, Florida, November 7–9. Exclusive to U.S. and Canadian members, MDRT EDGE is the perfect event for your advisors to share tips and pave the way to success next year.

During this innovative MDRT event, members will:

  • Meet like-minded U.S. and Canadian members to push them to the next level 
  • Gain practical takeaways that will help them plan for the future 
  • Take the time to think strategically

Learn more about the meeting and registration. Bring your team to MDRT EDGE 2022!

MDRT EDGE information

Review MDRT’s Health & Safety Protocols.

Your top advisors can now register for the 2022 Top of the Table Annual Meeting

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The 2022 Top of the Table Annual Meeting is this October 19-22, at the luxurious Ritz-Carlton Bacara in breathtaking Santa Barbara, California, USA. Top of the Table members will engage with masters in the profession to learn and be inspired by one another. They’ll spend this designated time with fellow experts to share and celebrate success together.

Register here
Advance Registration Fee:

July 14, 2022 –
August 24, 2022
USD 995		General Registration Fee:

August 25, 2022 –
September 19, 2022
USD 1,095
This meeting is for Top of the Table members only.

Review MDRT’s Health & Safety Protocols.

2022 Global Conference registration is open

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If your advisors don’t have the opportunity to attend the 2022 Annual Meeting, the 2022 MDRT Global Conference is now open for registration. The meeting will be held from August 28-31, 2022 in Sydney, Australia.

Global Conference

MDRT members who attend will hear from inspiring leaders and learn the latest global trends. If you’re interested in sending your team or have members interested in attending, learn more and register online.

Register today

Review MDRT’s Health & Safety Protocols.

Ways for your advisors to Learn with their MDRT member benefits

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MDRT members have a wide array of resources to learn new tips and tricks for business success. In order to maximize the benefits of their membership, here are a few ways your advisors can take advantage:

Access to expert insights – Presentations live at one of MDRT’s four, yearly meetings; Annual Meeting, Global Conference, Top of the Table Annual Meeting, or MDRT EDGE. Past meeting presentations are available for purchase in the MDRT Store or as short-form highlights on the MDRT website.

Collective Knowledge – Articles, videos, podcast clips and more are available on the MDRT website at mdrt.org/learn.

The award-winning official MDRT Blog where MDRT members and experts from around the world share how they step up their productivity, find inspiration and discover work-life balance.

Round the Table magazine – this bi-monthly magazine delivers business solutions, transferable ideas, practice management and technology tips. Subscription is included in all membership levels.

MDRT App – a members-only experience with personalized content for each member’s business needs and ways to connect with other MDRT members by cohort, location, specialty and more. Members can download the app from their device’s corresponding app store.

Advance registration closes May 9 for the 2022 Annual Meeting

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Don’t forget to have your advisors register for the 2022 MDRT Annual Meeting, held in Boston, MA June 26–29, 2022. Advance registration ends on May 9, so be sure to register and save before the deadline.

Members will get to hear inspirational stories and industry content covering topics relevant to financial services, such as sales strategies, business practices, and work-life balance. No matter the career stage, MDRT offers members the opportunity to rise to the next level.  

Advance Registration Fee:
March 22, 2022 (10 a.m. Central Time) –
May 9, 2022 (11:59 p.m. Central Time)
USD 995		General Registration Fee:
May 10, 2022 (12 a.m. Central Time) –
June 13, 2022 (11:59 p.m. Central Time)
USD 1,095

LEARN MORE AND REGISTER HERE